A detailed history of Ostrum Asset Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ostrum Asset Management holds 7,607 shares of LPLA stock, worth $2.49 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,607
Previous 5,562 36.77%
Holding current value
$2.49 Million
Previous $1.55 Billion 13.91%
% of portfolio
0.15%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$193.0 - $282.1 $394,685 - $576,894
2,045 Added 36.77%
7,607 $1.77 Billion
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $111,025 - $125,059
-433 Reduced 7.22%
5,562 $1.55 Billion
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $775,089 - $919,593
3,359 Added 127.43%
5,995 $1.58 Billion
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $177,357 - $202,605
-845 Reduced 24.27%
2,636 $600 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $5,243 - $5,940
-24 Reduced 0.68%
3,481 $827 Million
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $542 - $653
3 Added 0.09%
3,505 $762 Million
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $672,384 - $895,006
3,502 New
3,502 $709 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.1B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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